AdvicePeriod’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $20.2M | Sell |
246,109
-17,829
| -7% | -$1.46M | 1.32% | 17 |
|
|
2021
Q1 | $21.7M | Buy |
263,938
+5,447
| +2% | +$448K | 1.54% | 16 |
|
|
2020
Q4 | $21.4M | Sell |
258,491
-20,627
| -7% | -$1.71M | 1.65% | 15 |
|
|
2020
Q3 | $23.2M | Buy |
279,118
+20,671
| +8% | +$1.72M | 2.1% | 14 |
|
|
2020
Q2 | $21.5M | Buy |
258,447
+20,421
| +9% | +$1.7M | 2.34% | 11 |
|
|
2020
Q1 | $19.6M | Sell |
238,026
-35,161
| -13% | -$2.89M | 2.04% | 13 |
|
|
2019
Q4 | $22M | Sell |
273,187
-11,236
| -4% | -$906K | 1.92% | 16 |
|
|
2019
Q3 | $23M | Buy |
284,423
+21,918
| +8% | +$1.77M | 2.13% | 15 |
|
|
2019
Q2 | $21.1M | Buy |
262,505
+68,141
| +35% | +$5.49M | 1.98% | 15 |
|
|
2019
Q1 | $15.5M | Buy |
194,364
+19,497
| +11% | +$1.55M | 1.48% | 18 |
|
|
2018
Q4 | $13.7M | Buy |
174,867
+5,994
| +4% | +$471K | 1.55% | 19 |
|
|
2018
Q3 | $13.2M | Sell |
168,873
-28,085
| -14% | -$2.19M | 1.44% | 18 |
|
|
2018
Q2 | $15.4M | Buy |
196,958
+14,965
| +8% | +$1.17M | 2.45% | 11 |
|
|
2018
Q1 | $14.3M | Buy |
181,993
+52,655
| +41% | +$4.13M | 2.47% | 12 |
|
|
2017
Q4 | $10.2M | Buy |
+129,338
| New | +$10.2M | 1.95% | 14 |
|